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Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

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Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#191

Post by reactordev »

Aurornis wrote: post #178
post_break wrote: post #116

Motherboards used to be $100, $200 for the high end. Now they want $300+, ram is crazy, storage, video cards, etc. I'm not surprised sales for these components is hitting a wall.

> Motherboards used to be $100, $200 for the high end. Now they want $300+ Entry level motherboards are still $100. $300+ is a very high end motherboard. The existence of very high end products is confusing because it can give the impression that you have to buy a $300 motherboard because it exists. If you compare features side by side you're rarely missing anything important for the entry level motherboards. Some pe…

If you’re dropping that kind of cash, you definitely want to future proof it and not go with the budget lastgen motherboards.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#192

Post by marcosdumay »

MSFT_Edging wrote: post #83
layer8 wrote: post #35

Earlier quoted context omitted.

Smaller manufacturers will fold, and larger ones will leave the consumer market (like Micron/Crucial did), before the market has a chance to bounce back. If and when it does recover, it will be a market of much fewer choices.

A somewhat comparable historical example is the destruction of the Swiss watch industry in the 70s with the advent of quartz and digital watches. A Rolex Daytona today is known as a very fancy and even hard-to-get watch. In the 70s they were practically giving them away with other watch purchases because electronic watches were taking their lunch. The bigger takeaway, I think, is the destruction and folding eventuall…

Computers were like that twice already. That always ends.

The only reason you have those watch brands to mention is because they are non-functional status symbols. People that want a watch buy something else.

The same way, people that want a computer will buy from whoever is actually selling them. Manufacturers that want to sell only to datacenters won't last for long.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#193

Post by PowerElectronix »

Helmut10001 wrote: post #68
Kirby64 wrote: post #2

Not just motherboards. Cases, PC accessories (fans, etc), consumer SSDs, and more. Cases are especially hard hit, apparently, as they're already quite a low margin business. Personally, I see little reason to upgrade from my AM4 platform. It's never been easier to hold on to aging hardware with the advent of DLSS stretching older cards further, diminishing returns on the newer gen GPUs, and the 'realism' of video gam…

I invested quite a bit in enterprises level homelab equipment 2020 to 2025 (about 10k). Happy I made it before the big bang. Eg. my SAS he8 drives will last at least till 2035. But what then? I want my children to be free, too.

When investors stop to ponder if they are ever going to see any return on their superhot AI investments, you'll have all the cheap hardware you could ever want.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#194

Post by PowerElectronix »

arian_ wrote: post #126

AI is simultaneously the reason you can't buy a motherboard and the reason you don't need to build a PC anymore. The industry is eating itself from both ends.

Why don't I need to build a PC? I wanna run some stuff in it.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#195

Post by PowerElectronix »

marcosdumay wrote: post #183
lukhas wrote: post #111

Earlier quoted context omitted.

[flagged]

The supply-chain disruptions didn't get there yet, but you just wait...

No more tech as all tech components are in short supply, so it'll just become old fashioned fascism.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#196

Post by quantified »

When photosynthesis first appeared, the oxygen it produced poisoned the existing life. Sulfur-breathers basically disappeared. In the geologic record the oxygen shows up as massive layers of iron oxide which we mine and turn into steel now. New things can radically shake up the existing environment, the degree of shakeup is the measure of how radical it is.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#197

Post by lambdasquirrel »

craftkiller wrote: post #181
kevin_thibedeau wrote: post #169

Earlier quoted context omitted.

> my 1U 1Us have the most compromised ventilation and compensate with loud fans running at high speeds.

Yeah, it certainly wasn't the quietest choice for form-factor, but the fact remains: all server grade hardware are not optimizing for noise. They are meant to be running in datacenters, not livingrooms, so noise was never a concern for them. A nice thing about consumer-grade hardware is they are optimizing for both sound and power consumption because those devices are designed to be around humans. So I certainly hope…

In my first job we worked in a room full of 4Us and it was always refreshing when we powered them all down for the weekend. So quiet. It’s almost like there was a reason why consumer-grade hardware existed.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#198

Post by anakaine »

torben-friis wrote: post #144
2OEH8eoCRo0 wrote: post #137

Earlier quoted context omitted.

My parents bought a mid-tier PC for $3,000 (in 1995 dollars) and there was still a thriving PC industry at those prices! While things are getting more expensive now (and that sucks) we have had it really good for a long time.

How much money was left to spend on hobbies considering the cost of education and real estate at the time?

Similar boat here, and more than enough for hobbies. The difference between income and housing cost was significantly less.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#199

Post by gosub100 »

quantified wrote: post #196

When photosynthesis first appeared, the oxygen it produced poisoned the existing life. Sulfur-breathers basically disappeared. In the geologic record the oxygen shows up as massive layers of iron oxide which we mine and turn into steel now. New things can radically shake up the existing environment, the degree of shakeup is the measure of how radical it is.

Let's shake up AI by taxing it's profits to ensure nobody in our country goes homeless.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#200

Post by arjie »

hx8 wrote: post #59

PC is the last major open platform. While other platforms like Android and becoming less open, PC in general is becoming more open than it's been in a long time as heavy MacOS/Android/iOS competition is creating a focus on open standards and all-time high strong Linux support gives people a place to land and tinker/hack to their heart's content. I think we will see an abandonment of consumer grade PC components and i…

Wouldn’t recommend a home server rack in an apartment. For high wife approval factor, you can put Epyc hardware with Noctuas in a bigger case. I’ve got one at home. Runs my blog and a bunch of other things. Home is at 32 dB right now.

Realistically a Mac Mini will probably blow a lot of things out of the water on price / performance. Even an older one.

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